Infant Approval Claims
Updated Jul 6th, 2022
A Workflow designed to deal with pre-proceedings in matters where the client is a minor.
Task 1 Instruct Counsel (Infant Approval)Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Counsel. This information is used to pre-populate letters and fields:
Send Standard Document
PI Counsel Enc Instructions (Infant Claim)
Encloses formal Instructions document
Send Standard Document
PI Counsel Instructions (Infant Claim)
Add an automatic keydate to matter
Chase Counsel: 14 days
Infant Approval advice received?
Meet unmet keydates by type
Outstanding Chase Counsel keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields:
Send Standard Document
PI Client Valuation
Advises progress of claim and suggests quantum.
Requests completion of Settlement Authority
Send Standard Document
PI Settlement Authority Infant Claim
Add an automatic keydate to matter
Chase Client: 14 days
Has Lit Friend returned Settlement Authority?
Makes provision for involvement of either Def 1 or Def 2 according to selection made by user. If user fails to make a selection, Def 1 letters will merge by default.
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Part 36 Claimant Offer. This information is used to pre-populate letters and fields:
Send Standard Document
PI Def 1 Ins Enc PT 36, Med, Sch Loss
Criteria Set – Will only run if “Specify relevant Defendant” field is not completed with “Def 2” – this to allow for users failing to select an option on matters where there is only one Defendant
Encloses Part 36 Offer, Med Evidence and Schedule of Loss
Send Standard Document
PI Def 1 Ins Part 36 Offer
Criteria Set as for preceding letter above
Details amount offered by way of Part 36 offer, + specifies value of general damages, specials and and interest
Send Standard Document
PI Def 2 Ins Enc PT 36, Med, Sch Loss
Criteria Set – Will only run if “Specify relevant Defendant” field is completed with “Def 2”
Encloses Part 36 Offer, Med Evidence and Schedule of Loss
Send Standard Document
PI Def 2 Ins Part 36 Offer
Criteria Set – as for preceding letter above
Details amount offered by way of Part 36 offer, + specifies value of general damages, specials and and interest
Send Standard Document
Client Part 36 Sent (Infant Claim)
Advises Part 36 has been sent to Def Insurers
Add an automatic keydate to matter
Chase Ins: 7 days
Has Def Ins received Part 36 Offer?
This initial chaser is intended to keep the Claimant on top of the claim by checking that the Pt 36 has in fact been received
Add an automatic keydate to matter
Chase Ins: 21 days
Has Def Ins responded to Part 36 Offer?
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Part 36 Acceptance Deadlines. This information is used to pre-populate letters and fields:
Send Standard Document
PI Client Infant Approval Cos Claim Form
Confirms Lit Friend instructions to accept Part 36 Offer, advises on procedure for acceptance + re Infant Approval Hearing.
Encloses Certificate of Suitability and Claim Form
Send Standard Document
N235 Certificate of Suitability of Litigation Friend
Send Standard Document
N208 Claim Form (CPR Part 8)
Add an automatic keydate to matter
Chase CLI: 4 days to deadline for acceptance (based on dossier field for Acceptance Deadline, minus 4 days)
Criteria Set – Will only merge if TopUp Acceptance Date field is empty
Add an automatic keydate to matter
Chase CLI: 4 days to deadline for acceptance (based on dossier field for Top Up Acceptance Deadline, minus 4 days)
Criteria Set – Will only merge if TopUp Acceptance Date field is not empty
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Outstanding Chase Insurer keydate will be ticked
Send Standard Document
PI Court – Infant Approval Enc Papers
Encloses Claim Form for filing + requests sealed copy for service
N244 Application Notice
Order on Settlement
Counsel’s Advice
Medical Evidence
Schedule of Expenses and Losses
N251 Notice of Funding
Certificate of Suitability
Relevant Correspondence
Court fee
Send Standard Document
N244 Application Notice
Send Standard Document
N251 Notice of Funding of Case or Claim
Add an automatic keydate to matter
Chase Court: 7 days
Sealed Claim Form for service received?
Add an automatic keydate to matter
Chase Court: 21 days
Infant Approval Hearing date received?
Documents to Counsel and Court are deliberately only sparsely populated, for user’s own input as required
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Outstanding Chase Court keydate will be ticked
Send Standard Document
PI Counsel Enc Instructions
Covering letter to Counsel – user to add further details as required
Send Standard Document
PI Brief to Counsel
Send Standard Document
PI Def 1 Ssols Enc Sch of Costs
Encloses Schedule of Costs and advises charging details
Send Standard Document
PI Breakdown of Costs
Send Standard Document
PI Court Enc Request for Lodgment
Covering letter to Court – user to add further details as required
Send Standard Document
Form 100 Request for Lodgment
Add an automatic keydate to matter
Chase Sol: 21 days
Settlement cheque received re costs?